Borrowers

Borrowers can be any entity to whom you issue items, in accordance with your library policy. Students, Teachers, Rooms, Other Libraries.

Borrower List

Press the “b” keyboard shortcut at the main menu to go to the borrower list:

borrower list

You can use the search widget at the top to quickly search the list of borrowers or use the Find button.

You can use the “include deactivated” check box at the top right (just below the search widget) to prevent Athenaeum from hiding deactivated borrowers from view.

Names of borrowers who have been deactivated will appear in red text.

The check box on the left of the borrower list is purely a facility for marking various borrower records. You can then use the magnifying glass icon to find all of the borrowers you have checked.

To the right of the list, you can see two buttons:

issue - which will commence an issue to that borrower (without having to enter the bar code)

history - will list the borrower’s issue history in the history module.

Borrower Detail

Click on any entry in the list to see the detail for that entry.

borrower detail

Here, you see the borrower’s details, contact information, borrower type, photo and current issues (if any).

Click the Active button to toggle the borrower’s “active” status.

Privilege

Each borrower must have a privilege type which defines their privileges.

Issues

If the borrower has borrowed any catalogue items, then clicking “list in circulation” will list the issues in the circulation module (that is, go to the circulation module and make that borrower’s issues the found set).

Clicking the gear widget next to any issue will show a pop-up window with details of that issue. You can also return or extend the issue.

Address/Fees Tab

Enter the contact details for the borrower on the Address tab.

Any fees levied will be displayed and you may click the gear widget to see details of each fee.

Ad hoc fees may be added using the “Add Fee” button.

Reserves/History tab

This shows the dates for any reserves which you can remove (expire) or issue.

Letters tab

Lists saved copies of any letters generated to the current borrower.

Click the “list in letters” button to view in the letters list.

New Borrower

Click the “Command-New” button to create a new borrower.

Each borrower should have a unique bar code.

Each borrower will need a borrower type, otherwise the Athenaeum will not correctly calculate that borrower’s privileges during the issue process.

Creating Logon accounts

For a borrower to logon (sign-in) to Athenaeum and be identified, they need their own logon [account].